Serving Those Who Serve Logo
Financial Planning For Federal Employees

Financial Planning For Federal Employees

How do all your federal benefits, savings, investments, and insurance choices fit together into a real retirement plan? This session examines how the connections between your annuity, Social Security benefits, TSP, and other critical components of your overall financial picture line up to create your federal retirement landscape. Furthermore, we’ll examine the key decisions you need to make to build your ideal retirement.

Event details

Financial Planning For Federal Employees

Register for this event

This is a complimentary virtual event hosted on Zoom.

Tickets

Registration Information

PODCASTS

FEDLIFE Podcast

The FedLife Podcast is your in-depth, biweekly deep dive into the world of federal benefits and retirement planning. Hosted by federal benefits expert Ed Zurndorfer and Dan Sipe of Serving Those Who Serve, each 30-minute episode unpacks the complexities of FERS and CSRS retirement, FEHB and Medicare, survivor benefits, tax planning, and more. Designed for federal employees and retirees who want more than just the basics, FedLife goes beyond the headlines to explore the rules, nuances, and strategies that can make a meaningful difference in your retirement. Remember: it’s your Fed life, make it a great one.

 

Image28

FED15 Podcast

The Fed15 Podcast is your weekly 15(ish)-minute briefing on federal benefits and financial planning, built specifically for federal employees and retirees. Hosted by Dan Sipe and Katelyn Murray of Serving Those Who Serve, each episode delivers clear, actionable guidance on topics like FERS and CSRS retirement, TSP strategies, FEHB, survivor benefits, tax planning, and more! Whether you’re five years from retirement or already there, The Fed15 helps you cut through the noise, avoid costly mistakes, and make confident decisions about your federal benefits.

 

Image29

GET MORE FROM YOUR
BENEFITS PACKAGE

SCHEDULE AN INITIAL CONSULTATION TODAY!